Campus Activewear Ltd (NSE:CAMPUS)
₹ 218.4 -1.55 (-0.7%) Market Cap: 66.76 Bil Enterprise Value: 67.84 Bil PE Ratio: 43.42 PB Ratio: 7.37 GF Score: 86/100

Q3 2026 Campus Activewear Ltd Earnings Call Transcript

Feb 2, 2026 / 11:00 AM GMT
Release Date Price: ₹272.3 (+6.72%)

Key Points

Positve
  • Campus Activewear Ltd (BOM:543523) reported a 14.3% year-over-year increase in revenue for Q3 FY26, driven by strong distribution and online channel growth.
  • The company's profit after tax grew by 37% year-over-year, indicating robust financial performance.
  • The average selling price (ASP) increased by 5.2% year-over-year, reflecting successful premiumization efforts.
  • The sneaker portfolio volume doubled, showcasing strong consumer adoption and contributing to revenue growth.
  • The 'You Go Girls' campaign featuring Kriti Sanon significantly strengthened the brand's connection with female consumers, improving the women's category mix.
Negative
  • Despite the growth, the overall demand in the footwear industry has not picked up as expected, indicating potential market challenges.
  • The company faces seasonality in its business, which could impact quarterly performance and margin consistency.
  • There is a dependency on the successful execution of new product launches and marketing campaigns to sustain growth.
  • The transition to a marketplace model from an outright model in online sales is still ongoing, which may present operational challenges.
  • The apparel venture is in its pilot phase, and its success is yet to be determined, posing a risk to the company's diversification strategy.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CAMU.NS - Campus Activewear Ltd
Q3 2026 Campus Activewear Ltd Earnings Call
Feb 02, 2026 / 11:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, Good day and welcome to the Campus Active Air Limited's quarter 3 and 9 months F 26 earnings conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Before we proceed on this call, let me remind you that the discussion may contain forward-looking statements that may involve known and unknown risks, uncertainties, and other factors. It must be viewed in conjunction with our businesses that could cause future results, performance, or achievement to differ
Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
7-Day Free Trial · Cancel Anytime
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot